Filed November 13, 2025 (most recent of 5 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,717 | $98,982+10.8% | $162,163-32.3% | $65,185+68.3% |
| Participation rate | 62.7% | 85.8%-23.1pp | 87.6%-24.8pp | 70.2%-7.5pp |
| Annual return | 22.32% | 24.84%-2.5pp | 115.59%-93.3pp | 29.38%-7.1pp |
| Employer contribution / active EE | $941 | $3,467-72.9% | $5,614-83.2% | $2,177-56.8% |
| Participant deferral / active EE | $3,820 | $5,384-29.0% | $7,298-47.7% | $3,514+8.7% |
| Admin fee / account holder | $7 | $596-98.8% | $10,843-99.9% | $847-99.1% |