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) | $48,356 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,283 |
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 | $134,873 | $132,049+2.1% | $200,582-32.8% | $74,304+81.5% |
| Participation rate | 94.9% | 84.1%+10.8pp | 86.9%+8.0pp | 60.3%+34.5pp |
| Annual return | 16.73% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,322 | $4,558+16.8% | $6,419-17.1% | $2,241+137.5% |
| Participant deferral / active EE | $7,288 | $7,213+1.0% | $9,331-21.9% | $3,767+93.5% |
| Admin fee / account holder | $379 | $2,405-84.2% | $16,305-97.7% | $2,969-87.2% |