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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,095 | $47,126-93.4% | $149,673-97.9% | $74,419-95.8% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.8pp | 70.7%+21.9pp |
| Annual return | 20.37% | 22.75%-2.4pp | 134.42%-114.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $253 | $1,905-86.7% | $4,818-94.7% | $2,637-90.4% |
| Participant deferral / active EE | $1,537 | $2,728-43.7% | $5,680-72.9% | $4,528-66.1% |
| Admin fee / account holder | $4 | $343-98.7% | $13,210-100.0% | $348-98.7% |