Filed October 2, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,921 | $45,152+192.2% | $73,843+78.6% | $59,632+121.2% |
| Participation rate | 99.0% | 64.0%+34.9pp | 73.4%+25.5pp | 68.7%+30.3pp |
| Annual return | -0.16% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $6,591 | $1,902+246.6% | $2,787+136.5% | $2,203+199.2% |
| Participant deferral / active EE | $6,924 | $2,574+169.0% | $3,583+93.2% | $3,192+116.9% |
| Admin fee / account holder | $4 | $3,516-99.9% | $4,880-99.9% | $4,297-99.9% |