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 37 · EIN 04-2647786 | Loan Processing | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,422 | $79,171-22.4% | $102,423-40.0% | $74,495-17.5% |
| Participation rate | 56.0% | 74.8%-18.8pp | 76.5%-20.5pp | 67.2%-11.2pp |
| Annual return | 15.78% | 54.93%-39.2pp | 29.32%-13.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,010 | $2,362-14.9% | $3,023-33.5% | $2,623-23.4% |
| Participant deferral / active EE | $4,436 | $4,415+0.5% | $5,053-12.2% | $4,346+2.1% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |