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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,643 | $54,350+263.7% | $82,719+138.9% | $68,494+188.6% |
| Participation rate | 99.0% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.1pp |
| Annual return | -17.51% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $8,114 | $2,218+265.8% | $3,009+169.6% | $2,596+212.5% |
| Participant deferral / active EE | $8,173 | $3,246+151.8% | $4,395+86.0% | $4,027+102.9% |
| Admin fee / account holder | $20 | $4,395-99.6% | $5,329-99.6% | $5,403-99.6% |