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 | -$89,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $250,602 | $148,970+68.2% | $136,007+84.3% | $199,593+25.6% |
| Participation rate | 19.8% | 79.4%-59.6pp | 76.5%-56.7pp | 72.0%-52.2pp |
| Annual return | 17.26% | 27.07%-9.8pp | 579.32%-562.1pp | 34.25%-17.0pp |
| Employer contribution / active EE | $1,269 | $3,561-64.4% | $4,217-69.9% | $3,034-58.2% |
| Participant deferral / active EE | $3,647 | $6,140-40.6% | $7,025-48.1% | $5,087-28.3% |
| Admin fee / account holder | -$107 | $144-174.6% | $6,858-101.6% | $269-139.9% |