Filed July 7, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,872 | $48,795-42.9% | $65,493-57.4% | $84,808-67.1% |
| Participation rate | 51.5% | 67.0%-15.5pp | 73.1%-21.6pp | 68.3%-16.8pp |
| Annual return | 20.25% | 20.20%0pp | 982.45%-962.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,807 | $1,930-6.3% | $2,574-29.8% | $2,631-31.3% |
| Participant deferral / active EE | $2,669 | $2,928-8.9% | $3,961-32.6% | $4,212-36.6% |
| Admin fee / account holder | $765 | $3,877-80.3% | $5,028-84.8% | $7,344-89.6% |