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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$628 |
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 | $22,886 | $69,763-67.2% | $67,502-66.1% | $74,495-69.3% |
| Participation rate | 89.9% | 71.4%+18.6pp | 72.9%+17.0pp | 67.2%+22.7pp |
| Annual return | 15.64% | -40.34%+56.0pp | 3512.12%-3496.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,035 | $2,704-24.7% | $2,731-25.5% | $2,623-22.4% |
| Participant deferral / active EE | $2,553 | $3,636-29.8% | $4,000-36.2% | $4,346-41.3% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |