Filed January 22, 2026 (most recent of 4 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.
Employer contribution per participant 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 | $105,549 | $84,948+24.3% | $70,449+49.8% | $73,409+43.8% |
| Participation rate | 97.6% | 79.9%+17.7pp | 75.1%+22.5pp | 72.2%+25.4pp |
| Annual return | 17.16% | 13.39%+3.8pp | 109.03%-91.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,420 | $3,387+178.1% | $3,709+154.0% | $3,805+147.5% |
| Admin fee / account holder | $74 | $98-24.7% | $3,845-98.1% | $158-53.2% |