Filed April 6, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,761 | $148,978-61.2% | $200,582-71.2% | $84,808-31.9% |
| Participation rate | 57.1% | 84.2%-27.1pp | 86.9%-29.7pp | 68.3%-11.2pp |
| Annual return | 17.38% | 28.16%-10.8pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,385 | $4,815-50.5% | $6,419-62.8% | $2,631-9.4% |
| Participant deferral / active EE | $3,475 | $7,142-51.3% | $9,331-62.8% | $4,212-17.5% |
| Admin fee / account holder | $3,748 | $13,977-73.2% | $16,305-77.0% | $7,344-49.0% |