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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS INC. Service code 27 · EIN 04-2647786 | Advisory (Plan) | $25,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,872 | $51,620-18.9% | $90,281-53.6% | $65,185-35.8% |
| Participation rate | 53.7% | 68.6%-15.0pp | 73.3%-19.6pp | 70.2%-16.5pp |
| Annual return | 23.31% | 24.94%-1.6pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,305 | $2,235-41.6% | $2,854-54.3% | $2,177-40.1% |
| Participant deferral / active EE | $2,043 | $2,871-28.8% | $3,885-47.4% | $3,514-41.8% |
| Admin fee / account holder | $260 | $384-32.2% | $5,351-95.1% | $847-69.3% |