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 64 · EIN 04-2647786 | Recordkeeping Fees | $397 |
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 | $137,490 | $82,917+65.8% | $103,333+33.1% | $77,643+77.1% |
| Participation rate | 30.8% | 71.6%-40.8pp | 74.5%-43.7pp | 70.6%-39.8pp |
| Annual return | 15.47% | 19.13%-3.7pp | 24.88%-9.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,852 | $3,552-47.8% | $3,868-52.1% | $2,726-32.0% |
| Participant deferral / active EE | $2,733 | $4,108-33.5% | $5,057-46.0% | $4,647-41.2% |
| Admin fee / account holder | $2 | $638-99.7% | $8,355-100.0% | $430-99.6% |