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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,693 | $63,905-61.4% | $74,183-66.7% | $57,658-57.2% |
| Participation rate | 99.5% | 79.8%+19.7pp | 76.6%+22.9pp | 70.2%+29.3pp |
| Annual return | 36.42% | 60.60%-24.2pp | 17.74%+18.7pp | 5.13%+31.3pp |
| Employer contribution / active EE | $1,782 | $1,840-3.2% | $2,370-24.8% | $1,974-9.7% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $4 | $91-95.6% | $5,586-99.9% | $95-95.7% |