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 | $127,532 | $136,307-6.4% | $177,821-28.3% | $73,488+73.5% |
| Participation rate | 62.3% | 86.1%-23.8pp | 87.7%-25.4pp | 70.7%-8.4pp |
| Annual return | 13.98% | 18.68%-4.7pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $931 | $3,712-74.9% | $5,918-84.3% | $2,270-59.0% |
| Participant deferral / active EE | $3,772 | $5,829-35.3% | $7,714-51.1% | $3,740+0.9% |
| Admin fee / account holder | $12 | $596-98.0% | $12,427-99.9% | $513-97.7% |