Filed March 16, 2026
Total covered: 18 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,105 | $54,705+62.9% | $71,209+25.1% | $84,808+5.1% |
| Participation rate | 76.5% | 64.1%+12.4pp | 73.8%+2.7pp | 68.3%+8.2pp |
| Annual return | 15.98% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,393 | $2,158+57.2% | $2,721+24.7% | $2,631+29.0% |
| Participant deferral / active EE | $6,816 | $3,030+124.9% | $4,175+63.3% | $4,212+61.8% |
| Admin fee / account holder | $1,637 | $4,863-66.3% | $5,349-69.4% | $7,344-77.7% |