Filed July 24, 2026 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,717 | $125,758-73.2% | $169,993-80.2% | $75,163-55.1% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 15.35% | 27.20%-11.8pp | 53.37%-38.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,263 | $4,615-72.6% | $6,785-81.4% | $2,670-52.7% |
| Participant deferral / active EE | $2,022 | $6,837-70.4% | $10,408-80.6% | $4,125-51.0% |
| Admin fee / account holder | $1,444 | $8,173-82.3% | $12,815-88.7% | $5,651-74.4% |