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 | -$1,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,943 | $122,186-50.1% | $146,958-58.5% | $199,593-69.5% |
| Participation rate | 50.7% | 78.3%-27.6pp | 82.2%-31.5pp | 72.0%-21.3pp |
| Annual return | 20.00% | 30.56%-10.6pp | 418.34%-398.3pp | 34.25%-14.3pp |
| Employer contribution / active EE | $2,470 | $4,093-39.7% | $4,933-49.9% | $3,034-18.6% |
| Participant deferral / active EE | $5,538 | $8,502-34.9% | $8,070-31.4% | $5,087+8.9% |
| Admin fee / account holder | -$2 | $179-101.1% | $12,998-100.0% | $269-100.7% |