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 | $61,304 | $64,909-5.6% | $82,313-25.5% | $62,292-1.6% |
| Participation rate | 50.7% | 74.9%-24.1pp | 76.9%-26.1pp | 69.5%-18.8pp |
| Annual return | 19.75% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,524 | $1,676-9.1% | $2,428-37.2% | $2,042-25.4% |
| Participant deferral / active EE | $3,715 | $3,103+19.7% | $3,706+0.2% | $3,169+17.2% |
| Admin fee / account holder | $184 | $440-58.2% | $5,608-96.7% | $479-61.7% |