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 42-1445429 | Advisory (Plan) | $43,084 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,121 | $122,239-3.4% | $184,203-35.9% | $74,495+58.6% |
| Participation rate | 93.8% | 85.5%+8.3pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 12.59% | 19.95%-7.4pp | 28.81%-16.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,741 | $4,537+4.5% | $6,427-26.2% | $2,623+80.8% |
| Participant deferral / active EE | $6,770 | $7,139-5.2% | $9,131-25.9% | $4,346+55.8% |
| Admin fee / account holder | $364 | $1,260-71.1% | $13,901-97.4% | $1,942-81.3% |