Filed October 13, 2025 (most recent of 2 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.
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 | $22,265 | $70,667-68.5% | $123,104-81.9% | $52,331-57.5% |
| Participation rate | 87.6% | 83.7%+3.8pp | 86.8%+0.8pp | 68.1%+19.5pp |
| Annual return | 0.00% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,775 | $2,946+28.2% | $5,151-26.7% | $1,882+100.6% |
| Participant deferral / active EE | $3,737 | $4,493-16.8% | $6,230-40.0% | $3,022+23.6% |
| Admin fee / account holder | $13 | $506-97.4% | $9,015-99.9% | $592-97.8% |