Filed October 14, 2025 (most recent of 2 filings on file)
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.
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 | $0 | $41,854-100.0% | $73,843-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | 0.81% | 2.11%-1.3pp | 2267.84%-2267.0pp | 4.54%-3.7pp |
| Employer contribution / active EE | $4,964 | $1,920+158.5% | $2,787+78.1% | $1,882+163.8% |
| Participant deferral / active EE | $4,584 | $2,498+83.5% | $3,583+27.9% | $3,022+51.7% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |