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 04-2675571 | Advisory (Plan) | $43,589 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,044 | $79,171+59.2% | $102,423+23.1% | $74,495+69.2% |
| Participation rate | 64.6% | 74.8%-10.2pp | 76.5%-11.9pp | 67.2%-2.6pp |
| Annual return | 12.12% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,204 | $2,362-49.0% | $3,023-60.2% | $2,623-54.1% |
| Participant deferral / active EE | $4,270 | $4,415-3.3% | $5,053-15.5% | $4,346-1.7% |
| Admin fee / account holder | $636 | $2,001-68.2% | $9,451-93.3% | $1,942-67.3% |