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 | $109,374 | $72,607+50.6% | $90,749+20.5% | $66,914+63.5% |
| Participation rate | 93.4% | 73.7%+19.7pp | 75.7%+17.7pp | 69.8%+23.6pp |
| Annual return | -12.94% | -12.28%-0.7pp | -12.16%-0.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9 | $707-98.7% | $8,445-99.9% | $593-98.4% |