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 | $2,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $76,158 | $86,929-12.4% | $102,423-25.6% | $80,856-5.8% |
| Participation rate | 60.5% | 72.4%-11.8pp | 76.5%-16.0pp | 67.6%-7.1pp |
| Annual return | 20.45% | 18.88%+1.6pp | 29.32%-8.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,651 | $2,369-30.3% | $3,023-45.4% | $2,755-40.1% |
| Participant deferral / active EE | $4,191 | $4,118+1.8% | $5,053-17.1% | $4,296-2.4% |
| Admin fee / account holder | $23 | $8,049-99.7% | $9,451-99.8% | $6,918-99.7% |