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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,867 | $64,480+93.7% | $81,382+53.4% | $80,856+54.4% |
| Participation rate | 81.2% | 63.9%+17.3pp | 69.5%+11.7pp | 67.6%+13.5pp |
| Annual return | 13.11% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,337 | $1,978-32.4% | $2,463-45.7% | $2,755-51.5% |
| Participant deferral / active EE | $7,152 | $3,094+131.2% | $3,883+84.2% | $4,296+66.5% |
| Admin fee / account holder | $17 | $5,671-99.7% | $5,768-99.7% | $6,918-99.8% |