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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,983 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,025 | $56,767+32.2% | $101,794-26.3% | $85,563-12.3% |
| Participation rate | 41.5% | 57.6%-16.1pp | 69.2%-27.7pp | 66.0%-24.4pp |
| Annual return | 14.21% | 17.76%-3.6pp | 30.53%-16.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $346 | $1,112-68.9% | $2,289-84.9% | $2,654-87.0% |
| Participant deferral / active EE | $2,480 | $2,720-8.8% | $4,084-39.3% | $4,375-43.3% |
| Admin fee / account holder | $318 | $1,098-71.1% | $8,777-96.4% | $834-61.9% |