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; Claims proc... | $1,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,225 | $55,415-56.3% | $155,509-84.4% | $74,495-67.5% |
| Participation rate | 65.7% | 61.9%+3.8pp | 78.2%-12.5pp | 67.2%-1.5pp |
| Annual return | 13.49% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $261 | $2,267-88.5% | $4,672-94.4% | $2,623-90.0% |
| Participant deferral / active EE | $1,152 | $2,836-59.4% | $5,626-79.5% | $4,346-73.5% |
| Admin fee / account holder | $3 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |