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 27 · EIN 81-2606363 | Advisory (Plan) | $29,139 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,606 | $82,917-23.3% | $103,333-38.4% | $77,643-18.1% |
| Participation rate | 52.1% | 71.6%-19.5pp | 74.5%-22.5pp | 70.6%-18.5pp |
| Annual return | 21.58% | 19.13%+2.4pp | 24.88%-3.3pp | 31.24%-9.7pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,472 | $4,108+8.9% | $5,057-11.6% | $4,647-3.8% |
| Admin fee / account holder | $149 | $638-76.7% | $8,355-98.2% | $430-65.4% |