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 | $3,588 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,477 | $80,724+5.9% | $103,333-17.3% | $74,495+14.7% |
| Participation rate | 48.9% | 65.7%-16.8pp | 74.5%-25.7pp | 67.2%-18.3pp |
| Annual return | 15.50% | 27.56%-12.1pp | 24.88%-9.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,092 | $3,157-65.4% | $3,868-71.8% | $2,623-58.4% |
| Participant deferral / active EE | $3,754 | $3,860-2.8% | $5,057-25.8% | $4,346-13.6% |
| Admin fee / account holder | $28 | $2,368-98.8% | $8,355-99.7% | $1,942-98.5% |