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 | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,075 | $50,815+55.6% | $155,509-49.2% | $77,643+1.8% |
| Participation rate | 34.9% | 63.1%-28.2pp | 78.2%-43.3pp | 70.6%-35.7pp |
| Annual return | 12.88% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $768 | $1,993-61.5% | $4,672-83.6% | $2,726-71.8% |
| Participant deferral / active EE | $1,742 | $2,822-38.3% | $5,626-69.0% | $4,647-62.5% |
| Admin fee / account holder | $10 | $437-97.8% | $15,912-99.9% | $430-97.8% |