๐Ÿข Solo 401(k) Deadlines

Solo 401(k) Contribution Deadline
Two deadlines, not one.

Self-employed? Your solo 401(k) has split deadlines. Employee deferrals are due December 31. Employer profit-sharing contributions follow your tax filing deadline. Miss either one, and that portion of your contribution is gone for the year.

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The two deadlines you need to track

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Employee deferrals

  • Deadline: December 31
  • 2026 limit: $24,500 (under 50)
  • Extensions: None. This date is fixed.
  • You elect to defer your own compensation
  • Must be designated before year-end
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Employer contributions

  • Deadline: Tax filing deadline
  • 2026 limit: Up to 25% of compensation
  • Extensions: Yes, follows tax extension
  • Profit-sharing from business income
  • April 15 (or Oct 15 with extension)

The combined total of both contribution types cannot exceed $70,000 in 2026 ($77,500 if you're 50 or older). For the full limit breakdown, see the 2026 contribution limits guide.

Your plan must exist by December 31

This is the deadline that catches first-time solo 401(k) owners. Unlike a SEP IRA, which can be established up to your tax filing deadline, a solo 401(k) plan must be adopted (paperwork signed with your plan provider) by December 31 of the tax year you want to contribute for.

If you're considering a solo 401(k) for the current tax year, don't wait until December to start the paperwork. Most providers (Fidelity, Schwab, Vanguard, eTrade) take 1-3 weeks to process applications. Starting in November gives you a buffer.

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No plan by December 31 = no solo 401(k) contributions for that tax year. No exceptions.

IRS Publication 560

How tax extensions affect your deadline

Filing a tax extension extends only the employer contribution deadline. It does not extend the employee deferral deadline.

Business type Standard deadline With extension
Sole proprietor (Schedule C) April 15 October 15
Single-member LLC April 15 October 15
S-Corp (Form 1120-S) March 15 September 15
Partnership (Form 1065) March 15 September 15

IRS filing deadlines, 2026

The extension gives you extra months for the employer profit-sharing portion, which is often the larger piece for high earners. But you must file the extension before the original deadline. A 401(k) deadline reminder set for both December 31 and your tax filing date covers both halves.

Common questions about solo 401(k) deadlines

When is the solo 401(k) contribution deadline?

It depends on the contribution type. Employee salary deferrals (elective deferrals) are due by December 31. Employer profit-sharing contributions are due by your business tax filing deadline, including extensions. For sole proprietors, that means April 15 (or October 15 with an extension).

Can I extend the solo 401(k) contribution deadline?

Only the employer contribution portion. Filing a tax extension (Form 4868 for sole proprietors, Form 7004 for S-corps) extends the employer contribution deadline to October 15. Employee deferrals are always due December 31, regardless of any extension.

When must a solo 401(k) plan be established?

The plan must be established (adoption agreement signed) by December 31 of the year you want to make contributions for. You cannot retroactively open a solo 401(k) after year-end, unlike a SEP IRA which can be established up to the tax filing deadline.

How much can I contribute to a solo 401(k) in 2026?

Up to $24,500 as employee deferrals, plus up to 25% of net self-employment income (20% for sole proprietors after the self-employment tax deduction) as employer profit-sharing. The combined total cannot exceed $70,000 ($77,500 if 50 or older).

What is the difference between a solo 401(k) and a SEP IRA?

A solo 401(k) allows both employee deferrals and employer contributions, while a SEP IRA only allows employer contributions. The solo 401(k) typically lets you contribute more at lower income levels because of the employee deferral component. The tradeoff: the plan must be established by December 31, not the tax filing deadline.

What happens if I miss the December 31 deadline for employee deferrals?

Those employee deferrals are permanently lost for that tax year. You cannot make them up later. You can still make employer profit-sharing contributions until your tax filing deadline (with extensions), but the employee deferral portion is gone.

Two Deadlines, One Reminder

Set a free reminder for December 31 so your employee deferrals don't slip. Then set another for your tax filing deadline to handle employer contributions.

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