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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,849 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,552 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,001 | $68,547-22.7% | $120,354-56.0% | $80,856-34.5% |
| Participation rate | 83.7% | 61.6%+22.1pp | 71.9%+11.8pp | 67.6%+16.0pp |
| Annual return | 15.05% | 23.60%-8.5pp | 107.15%-92.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,916 | $2,051-6.6% | $3,463-44.7% | $2,755-30.5% |
| Participant deferral / active EE | $3,934 | $3,173+24.0% | $4,991-21.2% | $4,296-8.4% |
| Admin fee / account holder | $315 | $5,732-94.5% | $9,423-96.7% | $6,918-95.5% |