Filed July 3, 2025 (most recent of 2 filings on file)
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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,686 | $52,293-93.0% | $178,490-97.9% | $73,409-95.0% |
| Participation rate | 90.5% | 65.3%+25.2pp | 81.9%+8.6pp | 72.2%+18.4pp |
| Annual return | 41.99% | 34.75%+7.2pp | 151.07%-109.1pp | 59.29%-17.3pp |
| Employer contribution / active EE | $397 | $1,735-77.1% | $5,011-92.1% | $2,234-82.2% |
| Participant deferral / active EE | $1,943 | $2,332-16.7% | $5,202-62.7% | $3,805-49.0% |
| Admin fee / account holder | $5 | $127-96.3% | $13,984-100.0% | $158-97.0% |