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 | $212,488 | $58,264+264.7% | $86,612+145.3% | $71,457+197.4% |
| Participation rate | 90.1% | 65.0%+25.1pp | 71.7%+18.4pp | 67.9%+22.2pp |
| Annual return | 18.26% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $8,179 | $2,574+217.8% | $3,022+170.6% | $2,588+216.1% |
| Participant deferral / active EE | $8,134 | $3,436+136.7% | $4,438+83.3% | $4,289+89.7% |
| Admin fee / account holder | $20 | $1,057-98.1% | $5,614-99.6% | $1,587-98.8% |