Filed June 9, 2026 (most recent of 8 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,474 | $71,802-8.8% | $133,980-51.1% | $57,658+13.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 6.45% | 13.51%-7.1pp | 29.30%-22.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,405 | $3,161-55.6% | $5,211-73.0% | $1,974-28.8% |
| Participant deferral / active EE | $2,922 | $4,606-36.5% | $6,282-53.5% | $3,061-4.5% |
| Admin fee / account holder | $0 | $88-99.9% | $9,324-100.0% | $95-99.9% |