Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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 3-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.
Employer 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 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 | $7,276 | $47,977-84.8% | $154,107-95.3% | $56,287-87.1% |
| Participation rate | 22.7% | 66.2%-43.5pp | 83.0%-60.4pp | 69.9%-47.2pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $26 | $2,169-98.8% | $5,298-99.5% | $2,111-98.7% |
| Participant deferral / active EE | $948 | $2,392-60.4% | $5,081-81.3% | $3,350-71.7% |
| Admin fee / account holder | $24 | $438-94.5% | $13,411-99.8% | $521-95.3% |