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 | $69,951 | $57,976+20.7% | $62,995+11.0% | $62,292+12.3% |
| Participation rate | 63.1% | 75.9%-12.8pp | 74.8%-11.7pp | 69.5%-6.4pp |
| Annual return | 13.99% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,434 | $2,415+42.2% | $2,759+24.5% | $2,042+68.1% |
| Participant deferral / active EE | $2,207 | $2,956-25.3% | $3,329-33.7% | $3,169-30.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |