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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,729 |
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 | $109,082 | $98,727+10.5% | $113,168-3.6% | $85,563+27.5% |
| Participation rate | 96.6% | 80.8%+15.8pp | 76.6%+20.1pp | 66.0%+30.7pp |
| Annual return | 13.92% | 17.43%-3.5pp | 24.27%-10.3pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,583 | $2,907-45.5% | $2,975-46.8% | $2,654-40.3% |
| Participant deferral / active EE | $4,658 | $5,424-14.1% | $5,107-8.8% | $4,375+6.5% |
| Admin fee / account holder | $97 | $357-72.8% | $12,068-99.2% | $834-88.4% |