Filed March 25, 2026
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.)
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 | $157,377 | $109,413+43.8% | $156,263+0.7% | $84,808+85.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.89% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,824 | $2,907+31.6% | $4,333-11.7% | $2,631+45.4% |
| Participant deferral / active EE | $8,575 | $4,590+86.8% | $6,158+39.2% | $4,212+103.6% |
| Admin fee / account holder | $5,279 | $9,357-43.6% | $14,255-63.0% | $7,344-28.1% |