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 37 · EIN 04-2647786 | Loan Processing | $2,025 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,129 | $87,870+83.4% | $113,168+42.4% | $74,304+116.9% |
| Participation rate | 63.5% | 70.7%-7.3pp | 76.6%-13.1pp | 60.3%+3.1pp |
| Annual return | 16.43% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,768 | $2,277+21.6% | $2,975-7.0% | $2,241+23.5% |
| Participant deferral / active EE | $4,189 | $4,241-1.2% | $5,107-18.0% | $3,767+11.2% |
| Admin fee / account holder | $45 | $3,368-98.7% | $12,068-99.6% | $2,969-98.5% |