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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,303 | $60,323-36.5% | $81,812-53.2% | $74,495-48.6% |
| Participation rate | 52.2% | 62.9%-10.7pp | 72.3%-20.1pp | 67.2%-15.0pp |
| Annual return | 11.62% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,533 | $2,620-3.3% | $2,912-13.0% | $2,623-3.4% |
| Participant deferral / active EE | $1,254 | $3,387-63.0% | $4,319-71.0% | $4,346-71.1% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |