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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $110,481 | $86,944+27.1% | $107,525+2.7% | $74,304+48.7% |
| Participation rate | 87.0% | 59.6%+27.4pp | 75.1%+11.9pp | 60.3%+26.6pp |
| Annual return | 24.41% | 23.52%+0.9pp | 181.32%-156.9pp | 29.43%-5.0pp |
| Employer contribution / active EE | $3,682 | $2,757+33.6% | $3,754-1.9% | $2,241+64.3% |
| Participant deferral / active EE | $8,875 | $3,554+149.7% | $5,116+73.5% | $3,767+135.6% |
| Admin fee / account holder | $3 | $3,727-99.9% | $8,919-100.0% | $2,969-99.9% |