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 | $1,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $117,745 | $60,323+95.2% | $81,812+43.9% | $74,495+58.1% |
| Participation rate | 57.6% | 62.9%-5.2pp | 72.3%-14.7pp | 67.2%-9.6pp |
| Annual return | 17.38% | 16.90%+0.5pp | 773.79%-756.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,209 | $2,620-15.7% | $2,912-24.2% | $2,623-15.8% |
| Participant deferral / active EE | $2,617 | $3,387-22.7% | $4,319-39.4% | $4,346-39.8% |
| Admin fee / account holder | $28 | $1,486-98.1% | $7,386-99.6% | $1,942-98.6% |