Filed February 9, 2026
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,858 | $51,620-46.0% | $90,281-69.1% | $65,185-57.3% |
| Participation rate | 45.9% | 68.6%-22.7pp | 73.3%-27.3pp | 70.2%-24.3pp |
| Annual return | 18.33% | 24.94%-6.6pp | 78.10%-59.8pp | 29.38%-11.1pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,505 | $2,871-47.6% | $3,885-61.3% | $3,514-57.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |