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 | $244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,518 | $77,503+261.9% | $100,391+179.4% | $80,856+246.9% |
| Participation rate | 69.2% | 76.9%-7.7pp | 81.5%-12.3pp | 67.6%+1.6pp |
| Annual return | 19.79% | 37.20%-17.4pp | 49.20%-29.4pp | 35.59%-15.8pp |
| Employer contribution / active EE | $4,664 | $2,801+66.5% | $3,942+18.3% | $2,755+69.3% |
| Participant deferral / active EE | $16,167 | $6,820+137.0% | $8,082+100.0% | $4,296+276.3% |
| Admin fee / account holder | $23 | $5,897-99.6% | $7,899-99.7% | $6,918-99.7% |