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 | $54,804 | $59,186-7.4% | $76,768-28.6% | $56,287-2.6% |
| Participation rate | 53.2% | 75.2%-22.0pp | 77.0%-23.8pp | 69.9%-16.7pp |
| Annual return | -5.21% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,635 | $1,759-7.0% | $2,485-34.2% | $2,111-22.5% |
| Participant deferral / active EE | $3,718 | $3,255+14.2% | $3,852-3.5% | $3,350+11.0% |
| Admin fee / account holder | $227 | $489-53.5% | $6,675-96.6% | $521-56.4% |