Filed July 17, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,530 | $54,320-8.8% | $67,652-26.8% | $52,331-5.4% |
| Participation rate | 46.7% | 73.6%-26.8pp | 75.7%-28.9pp | 68.1%-21.4pp |
| Annual return | -1.59% | 6.81%-8.4pp | 6625.04%-6626.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,461 | $1,544-5.4% | $2,266-35.5% | $1,882-22.4% |
| Participant deferral / active EE | $3,003 | $2,950+1.8% | $3,560-15.6% | $3,022-0.6% |
| Admin fee / account holder | $7 | $527-98.7% | $4,821-99.9% | $592-98.9% |