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.
Annual investment return 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 | $22,939 | $79,124-71.0% | $60,874-62.3% | $64,808-64.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -17.51% | -7.13%-10.4pp | 16.90%-34.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $5,020 | $3,050+64.6% | $2,701+85.8% | $2,506+100.3% |
| Participant deferral / active EE | $3,671 | $3,725-1.5% | $3,817-3.8% | $4,310-14.8% |
| Admin fee / account holder | $183 | $106+72.8% | $3,224-94.3% | $188-2.8% |