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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $352,605 | $155,795+126.3% | $136,294+158.7% | $69,631+406.4% |
| Participation rate | 67.1% | 75.2%-8.2pp | 81.9%-14.9pp | 70.7%-3.6pp |
| Annual return | 18.88% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $8,997 | $2,991+200.8% | $4,695+91.6% | $2,032+342.7% |
| Participant deferral / active EE | $6,799 | $5,394+26.1% | $6,247+8.8% | $3,224+110.9% |
| Admin fee / account holder | -$180 | $128-240.6% | $9,243-102.0% | $110-263.3% |