Filed December 24, 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 9-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.
Participant 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 | $14,646 | $71,666-79.6% | $117,854-87.6% | $69,631-79.0% |
| Participation rate | 83.1% | 77.5%+5.5pp | 79.7%+3.4pp | 70.7%+12.4pp |
| Annual return | 0.00% | 18.86%-18.9pp | 335.08%-335.1pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $12,370 | $1,889+554.9% | $3,786+226.7% | $2,032+508.7% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |