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 | $137,095 | $44,873+205.5% | $79,464+72.5% | $56,287+143.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.74% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $6,932 | $2,140+223.9% | $2,800+147.5% | $2,111+228.4% |
| Participant deferral / active EE | $7,088 | $2,746+158.1% | $3,704+91.4% | $3,350+111.6% |
| Admin fee / account holder | $4 | $418-99.2% | $5,113-99.9% | $521-99.3% |