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 | $182,476 | $51,620+253.5% | $90,281+102.1% | $65,185+179.9% |
| Participation rate | 98.2% | 68.6%+29.6pp | 73.3%+25.0pp | 70.2%+28.0pp |
| Annual return | 24.35% | 24.94%-0.6pp | 78.10%-53.7pp | 29.38%-5.0pp |
| Employer contribution / active EE | $7,083 | $2,235+217.0% | $2,854+148.1% | $2,177+225.4% |
| Participant deferral / active EE | $7,797 | $2,871+171.6% | $3,885+100.7% | $3,514+121.9% |
| Admin fee / account holder | $4 | $384-99.1% | $5,351-99.9% | $847-99.6% |