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 | $52,297 | $73,638-29.0% | $95,952-45.5% | $73,488-28.8% |
| Participation rate | 59.2% | 76.2%-17.0pp | 77.1%-17.9pp | 70.7%-11.5pp |
| Annual return | 15.02% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $638 | $1,863-65.7% | $2,541-74.9% | $2,270-71.9% |
| Participant deferral / active EE | $2,015 | $3,617-44.3% | $4,167-51.6% | $3,740-46.1% |
| Admin fee / account holder | $189 | $482-60.7% | $6,795-97.2% | $513-63.1% |