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 | $33,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,680 | $89,436-10.9% | $164,813-51.7% | $77,643+2.6% |
| Participation rate | 61.3% | 78.6%-17.3pp | 78.6%-17.3pp | 70.6%-9.2pp |
| Annual return | 18.78% | 28.83%-10.0pp | 69.93%-51.2pp | 31.24%-12.5pp |
| Employer contribution / active EE | $673 | $2,569-73.8% | $4,341-84.5% | $2,726-75.3% |
| Participant deferral / active EE | $4,973 | $4,897+1.5% | $6,031-17.6% | $4,647+7.0% |
| Admin fee / account holder | $152 | $339-55.2% | $12,690-98.8% | $430-64.6% |