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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,026 | $60,165-16.9% | $74,183-32.6% | $55,167-9.3% |
| Participation rate | 51.7% | 74.2%-22.5pp | 76.6%-24.9pp | 69.0%-17.3pp |
| Annual return | 8.35% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,699 | $1,600+6.2% | $2,370-28.3% | $1,963-13.4% |
| Participant deferral / active EE | $3,884 | $2,973+30.7% | $3,550+9.4% | $3,054+27.2% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |