Filed October 22, 2025
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.
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 | $44,322 | $65,376-32.2% | $87,100-49.1% | $65,185-32.0% |
| Participation rate | 62.8% | 75.3%-12.6pp | 76.9%-14.1pp | 70.2%-7.4pp |
| Annual return | 18.97% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $689 | $1,822-62.2% | $2,521-72.7% | $2,177-68.4% |
| Participant deferral / active EE | $2,107 | $3,388-37.8% | $4,049-48.0% | $3,514-40.0% |
| Admin fee / account holder | $191 | $520-63.3% | $7,497-97.5% | $847-77.5% |