Filed July 13, 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 8-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,117 | $55,002-79.8% | $59,878-81.4% | $56,287-80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,689 | $2,448-31.0% | $2,722-37.9% | $2,111-20.0% |
| Participant deferral / active EE | $1,169 | $3,121-62.5% | $3,402-65.6% | $3,350-65.1% |
| Admin fee / account holder | $0 | $236-99.8% | $3,590-100.0% | $521-99.9% |