Filed July 3, 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,934 | $52,953-96.3% | $172,739-98.9% | $65,185-97.0% |
| Participation rate | 86.8% | 66.2%+20.6pp | 82.6%+4.1pp | 70.2%+16.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $312 | $2,190-85.8% | $5,143-93.9% | $2,177-85.7% |
| Participant deferral / active EE | $1,552 | $2,471-37.2% | $5,198-70.1% | $3,514-55.8% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |