Filed August 22, 2025 (most recent of 3 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.
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 | $61,563 | $51,769+18.9% | $57,343+7.4% | $52,331+17.6% |
| Participation rate | 61.3% | 75.2%-13.9pp | 75.1%-13.8pp | 68.1%-6.8pp |
| Annual return | 1.91% | 2.43%-0.5pp | 24.39%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,260 | $2,335+39.6% | $2,689+21.2% | $1,882+73.2% |
| Participant deferral / active EE | $2,216 | $2,794-20.7% | $3,162-29.9% | $3,022-26.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |