Filed February 11, 2026 (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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,187 | $46,360-32.7% | $147,614-78.9% | $52,331-40.4% |
| Participation rate | 94.3% | 64.9%+29.4pp | 84.6%+9.7pp | 68.1%+26.2pp |
| Annual return | 1.67% | 1.62%0pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,399 | $2,126-34.2% | $5,564-74.9% | $1,882-25.6% |
| Participant deferral / active EE | $2,167 | $2,258-4.0% | $4,895-55.7% | $3,022-28.3% |
| Admin fee / account holder | $2 | $766-99.7% | $11,611-100.0% | $592-99.6% |