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 | $69,105 | $44,873+54.0% | $79,464-13.0% | $56,287+22.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.66% | 0.81%-6.5pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $5,631 | $2,140+163.1% | $2,800+101.1% | $2,111+166.7% |
| Participant deferral / active EE | $5,317 | $2,746+93.6% | $3,704+43.6% | $3,350+58.7% |
| Admin fee / account holder | $76 | $418-81.9% | $5,113-98.5% | $521-85.5% |