Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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.
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 | $31,143 | $53,901-42.2% | $134,143-76.8% | $73,488-57.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 6.11% | 15.82%-9.7pp | 36.33%-30.2pp | 28.51%-22.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,144 | $2,739+87.8% | $3,499+47.0% | $3,740+37.6% |
| Admin fee / account holder | $22 | $581-96.3% | $6,684-99.7% | $513-95.8% |