Filed August 11, 2026 (most recent of 6 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 | $28,261 | $41,377-31.7% | $109,313-74.1% | $62,891-55.1% |
| Participation rate | 81.0% | 57.5%+23.4pp | 71.3%+9.7pp | 69.3%+11.6pp |
| Annual return | 6.24% | 11.05%-4.8pp | 22.07%-15.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $600 | $1,276-53.0% | $3,892-84.6% | $2,281-73.7% |
| Participant deferral / active EE | $1,880 | $2,045-8.1% | $3,166-40.6% | $3,203-41.3% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |