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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $10,693 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$4,088 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,823 | $91,372+77.1% | $129,995+24.5% | $74,419+117.4% |
| Participation rate | 67.0% | 77.8%-10.8pp | 78.5%-11.5pp | 70.7%-3.7pp |
| Annual return | 19.31% | 23.21%-3.9pp | -137.18%+156.5pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,630 | $2,563+41.6% | $4,320-16.0% | $2,637+37.7% |
| Participant deferral / active EE | $9,003 | $4,721+90.7% | $5,820+54.7% | $4,528+98.8% |
| Admin fee / account holder | $17 | $283-94.1% | $10,614-99.8% | $348-95.2% |