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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $58,111 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,969 | $82,664+1.6% | $125,339-33.0% | $68,494+22.6% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+30.9pp |
| Annual return | -14.92% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,489 | $3,381+32.8% | $4,814-6.7% | $2,596+72.9% |
| Participant deferral / active EE | $11,267 | $6,110+84.4% | $7,446+51.3% | $4,027+179.8% |
| Admin fee / account holder | $401 | $6,275-93.6% | $10,010-96.0% | $5,403-92.6% |