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 | $18,946 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,383 | $59,417-6.8% | $93,606-40.8% | $74,495-25.7% |
| Participation rate | 83.2% | 59.7%+23.5pp | 68.7%+14.5pp | 67.2%+16.0pp |
| Annual return | 11.84% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,383 | $1,264+9.4% | $2,420-42.9% | $2,623-47.3% |
| Participant deferral / active EE | $4,789 | $3,050+57.0% | $4,411+8.6% | $4,346+10.2% |
| Admin fee / account holder | $300 | $3,021-90.1% | $8,285-96.4% | $1,942-84.5% |