See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,760 | $52,406+27.4% | $129,207-48.3% | $74,495-10.4% |
| Participation rate | 45.1% | 53.8%-8.7pp | 69.6%-24.5pp | 67.2%-22.1pp |
| Annual return | 14.36% | 15.66%-1.3pp | 9417.33%-9403.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $828 | $1,531-45.9% | $4,153-80.1% | $2,623-68.4% |
| Participant deferral / active EE | $4,008 | $2,794+43.4% | $4,168-3.8% | $4,346-7.8% |
| Admin fee / account holder | $27 | $2,633-99.0% | $7,715-99.6% | $1,942-98.6% |