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 5-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 INV. INST. OPS. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,957 | $52,670-26.0% | $90,404-56.9% | $73,409-46.9% |
| Participation rate | 34.8% | 67.7%-32.9pp | 72.7%-37.9pp | 72.2%-37.4pp |
| Annual return | 14.47% | 20.70%-6.2pp | 1293.02%-1278.5pp | 59.29%-44.8pp |
| Employer contribution / active EE | $359 | $1,872-80.8% | $3,262-89.0% | $2,234-83.9% |
| Participant deferral / active EE | $988 | $2,807-64.8% | $3,963-75.1% | $3,805-74.0% |
| Admin fee / account holder | $21 | $117-81.7% | $5,611-99.6% | $158-86.5% |