Filed March 19, 2026
Total covered: 1 employees
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 | $57,586 | $38,969+47.8% | $109,313-47.3% | $55,167+4.4% |
| Participation rate | 66.2% | 58.2%+8.0pp | 71.3%-5.1pp | 69.0%-2.8pp |
| Annual return | 6.45% | 8.26%-1.8pp | 22.07%-15.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,838 | $1,227+49.9% | $3,892-52.8% | $1,963-6.3% |
| Participant deferral / active EE | $2,372 | $2,176+9.0% | $3,166-25.1% | $3,054-22.3% |
| Admin fee / account holder | $8 | $501-98.4% | $5,666-99.9% | $504-98.4% |