Filed August 3, 2026 (most recent of 3 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,309 | $58,726-0.7% | $92,233-36.8% | $62,292-6.4% |
| Participation rate | 75.8% | 68.3%+7.4pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 18.25% | 43.62%-25.4pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $4,341 | $2,392+81.5% | $3,679+18.0% | $2,042+112.5% |
| Participant deferral / active EE | $5,518 | $2,766+99.5% | $3,897+41.6% | $3,169+74.1% |
| Admin fee / account holder | $111 | $556-80.0% | $5,194-97.9% | $479-76.8% |