Filed August 31, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,400 | $55,449-45.2% | $83,848-63.7% | $56,287-46.0% |
| Participation rate | 89.2% | 68.0%+21.2pp | 76.1%+13.1pp | 69.9%+19.4pp |
| Annual return | -7.64% | -1.38%-6.3pp | 850.88%-858.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $4,732 | $2,430+94.7% | $3,631+30.3% | $2,111+124.2% |
| Participant deferral / active EE | $2,596 | $2,935-11.6% | $4,082-36.4% | $3,350-22.5% |
| Admin fee / account holder | $42 | $656-93.5% | $5,478-99.2% | $521-91.8% |