Filed December 19, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,777 | $72,770-76.9% | $67,652-75.2% | $55,191-69.6% |
| Participation rate | 99.6% | 78.8%+20.9pp | 75.7%+24.0pp | 69.2%+30.5pp |
| Annual return | 0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,710 | $1,769-3.3% | $2,266-24.5% | $1,899-9.9% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |