Filed April 30, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,654 | $63,299-72.1% | $91,001-80.6% | $62,292-71.7% |
| Participation rate | 57.1% | 73.3%-16.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 24.65% | 20.99%+3.7pp | 4.60%+20.1pp | 28.90%-4.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,806 | $2,943-38.6% | $3,547-49.1% | $3,169-43.0% |
| Admin fee / account holder | $14 | $468-97.0% | $5,417-99.7% | $479-97.1% |