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 | $1,800 |
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 | $88,012 | $59,417+48.1% | $93,606-6.0% | $74,495+18.1% |
| Participation rate | 64.5% | 59.7%+4.9pp | 68.7%-4.2pp | 67.2%-2.7pp |
| Annual return | 14.79% | 81.83%-67.0pp | 133.20%-118.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $733 | $1,264-42.0% | $2,420-69.7% | $2,623-72.1% |
| Participant deferral / active EE | $3,654 | $3,050+19.8% | $4,411-17.2% | $4,346-15.9% |
| Admin fee / account holder | $18 | $3,021-99.4% | $8,285-99.8% | $1,942-99.1% |