Filed January 27, 2026
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 | $64,241 | $57,976+10.8% | $62,995+2.0% | $62,292+3.1% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 15.16% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,176 | $2,415-51.3% | $2,759-57.4% | $2,042-42.4% |
| Participant deferral / active EE | $3,722 | $2,956+25.9% | $3,329+11.8% | $3,169+17.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |