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 | $4,723 | $56,485-91.6% | $185,823-97.5% | $86,799-94.6% |
| Participation rate | 94.9% | 65.5%+29.4pp | 81.7%+13.2pp | 72.3%+22.6pp |
| Annual return | 16.28% | 118.04%-101.8pp | 122.05%-105.8pp | 97.91%-81.6pp |
| Employer contribution / active EE | $437 | $1,843-76.3% | $5,167-91.6% | $2,405-81.8% |
| Participant deferral / active EE | $2,276 | $2,553-10.9% | $5,568-59.1% | $4,131-44.9% |
| Admin fee / account holder | $4 | $150-97.0% | $16,237-100.0% | $170-97.4% |