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 47-1411118 | Advisory (Plan) | $32,730 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,997 | $56,767+113.1% | $101,794+18.9% | $85,563+41.4% |
| Participation rate | 54.2% | 57.6%-3.4pp | 69.2%-15.0pp | 66.0%-11.8pp |
| Annual return | 14.53% | 17.76%-3.2pp | 30.53%-16.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $738 | $1,112-33.6% | $2,289-67.7% | $2,654-72.2% |
| Participant deferral / active EE | $4,704 | $2,720+72.9% | $4,084+15.2% | $4,375+7.5% |
| Admin fee / account holder | $274 | $1,098-75.1% | $8,777-96.9% | $834-67.2% |