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.
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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 | $1,833 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,131 | $60,323+16.3% | $81,812-14.3% | $74,495-5.9% |
| Participation rate | 47.7% | 62.9%-15.1pp | 72.3%-24.6pp | 67.2%-19.5pp |
| Annual return | 12.27% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,260 | $2,620-51.9% | $2,912-56.7% | $2,623-51.9% |
| Participant deferral / active EE | $2,247 | $3,387-33.7% | $4,319-48.0% | $4,346-48.3% |
| Admin fee / account holder | $32 | $1,486-97.9% | $7,386-99.6% | $1,942-98.4% |