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 | $205,667 | $66,124+211.0% | $90,404+127.5% | $73,488+179.9% |
| Participation rate | 97.2% | 69.7%+27.5pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 18.08% | 17.65%+0.4pp | 1293.02%-1274.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $5,008 | $2,346+113.4% | $3,262+53.5% | $2,270+120.6% |
| Participant deferral / active EE | $7,927 | $3,039+160.8% | $3,963+100.0% | $3,740+112.0% |
| Admin fee / account holder | $22 | $396-94.5% | $5,611-99.6% | $513-95.8% |