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 | $200 |
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 | $78,230 | $72,994+7.2% | $120,354-35.0% | $77,643+0.8% |
| Participation rate | 68.4% | 55.2%+13.2pp | 71.9%-3.5pp | 70.6%-2.2pp |
| Annual return | 14.03% | 18.23%-4.2pp | 107.15%-93.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,011 | $1,793+12.2% | $3,463-41.9% | $2,726-26.2% |
| Participant deferral / active EE | $3,692 | $3,011+22.6% | $4,991-26.0% | $4,647-20.5% |
| Admin fee / account holder | $18 | $658-97.2% | $9,423-99.8% | $430-95.8% |