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 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,143 | $80,753-25.5% | $136,294-55.9% | $62,292-3.4% |
| Participation rate | 91.7% | 73.5%+18.2pp | 81.9%+9.8pp | 69.5%+22.2pp |
| Annual return | 19.79% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,150 | $2,884+9.2% | $4,695-32.9% | $2,042+54.2% |
| Participant deferral / active EE | $1,992 | $5,164-61.4% | $6,247-68.1% | $3,169-37.2% |
| Admin fee / account holder | $267 | $525-49.1% | $9,243-97.1% | $479-44.2% |