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 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,000 | $73,360-23.7% | $177,989-68.5% | $74,495-24.8% |
| Participation rate | 43.7% | 66.6%-22.9pp | 77.1%-33.4pp | 67.2%-23.5pp |
| Annual return | 13.74% | 17.49%-3.7pp | 294.48%-280.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,318 | $2,216-40.5% | $3,949-66.6% | $2,623-49.8% |
| Participant deferral / active EE | $3,158 | $4,513-30.0% | $6,276-49.7% | $4,346-27.3% |
| Admin fee / account holder | $157 | $1,808-91.3% | $10,363-98.5% | $1,942-91.9% |