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 | $1,675 |
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 | $343,867 | $122,239+181.3% | $184,203+86.7% | $74,495+361.6% |
| Participation rate | 87.5% | 85.5%+2.0pp | 86.8%+0.7pp | 67.2%+20.3pp |
| Annual return | 18.98% | 19.95%-1.0pp | 28.81%-9.8pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $10,935 | $4,537+141.0% | $6,427+70.1% | $2,623+316.9% |
| Participant deferral / active EE | $23,091 | $7,139+223.5% | $9,131+152.9% | $4,346+431.3% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,901-100.0% | $1,942-99.7% |