Filed February 12, 2026 (most recent of 3 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,408 | $54,380-33.0% | $68,509-46.9% | $59,632-38.9% |
| Participation rate | 62.1% | 70.2%-8.1pp | 74.7%-12.7pp | 68.7%-6.6pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,181 | $1,539-23.2% | $2,278-48.2% | $2,203-46.4% |
| Participant deferral / active EE | $2,911 | $2,643+10.1% | $3,382-13.9% | $3,192-8.8% |
| Admin fee / account holder | $12,485 | $3,885+221.3% | $5,275+136.7% | $4,297+190.5% |