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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,849 | $46,173-11.5% | $170,442-76.0% | $69,631-41.3% |
| Participation rate | 43.4% | 63.9%-20.5pp | 83.6%-40.2pp | 70.7%-27.3pp |
| Annual return | 11.80% | 21.62%-9.8pp | 205.93%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $942 | $1,610-41.5% | $5,433-82.7% | $2,032-53.7% |
| Participant deferral / active EE | $1,684 | $2,080-19.1% | $4,939-65.9% | $3,224-47.8% |
| Admin fee / account holder | $3 | $116-97.7% | $13,880-100.0% | $110-97.5% |