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 60 · EIN 04-2647786 | Sub-TA Fees | $55,837 |
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $21,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,181 | $50,815-72.1% | $155,509-90.9% | $77,643-81.7% |
| Participation rate | 35.8% | 63.1%-27.3pp | 78.2%-42.4pp | 70.6%-34.8pp |
| Annual return | 15.56% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $115 | $1,993-94.2% | $4,672-97.5% | $2,726-95.8% |
| Participant deferral / active EE | $1,153 | $2,822-59.1% | $5,626-79.5% | $4,647-75.2% |
| Admin fee / account holder | $132 | $437-69.7% | $15,912-99.2% | $430-69.3% |