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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $66,396 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,516 | $105,181-51.0% | $159,436-67.7% | $85,850-40.0% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 17.64% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $96 | $3,318-97.1% | $4,829-98.0% | $2,565-96.2% |
| Participant deferral / active EE | $14,388 | $5,945+142.0% | $7,352+95.7% | $3,952+264.1% |
| Admin fee / account holder | $440 | $6,933-93.7% | $10,799-95.9% | $6,260-93.0% |