Filed November 18, 2024
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 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 | $38,629 | $69,362-44.3% | $101,248-61.8% | $73,488-47.4% |
| Participation rate | 78.0% | 68.4%+9.6pp | 75.8%+2.1pp | 70.7%+7.3pp |
| Annual return | 14.82% | 18.46%-3.6pp | 46.47%-31.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,238 | $2,628-52.9% | $3,660-66.2% | $2,270-45.5% |
| Participant deferral / active EE | $2,997 | $3,300-9.2% | $4,370-31.4% | $3,740-19.8% |
| Admin fee / account holder | $27 | $704-96.2% | $5,945-99.5% | $513-94.7% |