Filed October 1, 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.
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 | $21,591 | $37,196-42.0% | $154,107-86.0% | $55,725-61.3% |
| Participation rate | 43.1% | 64.1%-21.0pp | 83.0%-39.9pp | 70.9%-27.8pp |
| Annual return | 9.40% | 1319.68%-1310.3pp | 735.12%-725.7pp | 244.93%-235.5pp |
| Employer contribution / active EE | $594 | $1,614-63.2% | $5,298-88.8% | $2,078-71.4% |
| Participant deferral / active EE | $708 | $2,068-65.7% | $5,081-86.1% | $3,356-78.9% |
| Admin fee / account holder | $84 | $102-17.7% | $13,411-99.4% | $115-27.4% |