Filed January 6, 2026 (most recent of 8 filings on file)
Total covered: 2 employees
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,154 | $137,414+92.2% | $189,513+39.4% | $85,850+207.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.03% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $11,062 | $4,344+154.6% | $6,162+79.5% | $2,565+331.3% |
| Participant deferral / active EE | $7,992 | $6,260+27.7% | $8,221-2.8% | $3,952+102.2% |
| Admin fee / account holder | $5,728 | $8,630-33.6% | $12,045-52.4% | $6,260-8.5% |