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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,071 | $65,118-43.1% | $76,768-51.7% | $55,725-33.5% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.6pp | 70.9%+28.7pp |
| Annual return | 8.09% | -1.27%+9.4pp | 2.43%+5.7pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,478 | $1,941-23.9% | $2,485-40.5% | $2,078-28.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $77 | $116-33.7% | $6,675-98.8% | $115-33.3% |