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.
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 | $22,961 | $84,948-73.0% | $70,449-67.4% | $73,409-68.7% |
| Participation rate | 89.1% | 79.9%+9.2pp | 75.1%+14.1pp | 72.2%+17.0pp |
| Annual return | 26.09% | 13.39%+12.7pp | 109.03%-82.9pp | 59.29%-33.2pp |
| Employer contribution / active EE | $3,950 | $2,834+39.4% | $2,737+44.3% | $2,234+76.8% |
| Participant deferral / active EE | $2,874 | $3,387-15.2% | $3,709-22.5% | $3,805-24.5% |
| Admin fee / account holder | $126 | $98+28.7% | $3,845-96.7% | $158-20.0% |