Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 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 10-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,396 | $93,131+47.5% | $106,548+29.0% | $86,799+58.3% |
| Participation rate | 95.3% | 81.4%+13.8pp | 76.1%+19.1pp | 72.3%+23.0pp |
| Annual return | 20.36% | 19.45%+0.9pp | 26.80%-6.4pp | 97.91%-77.5pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |