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 | Participant loan processing; Recordke... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,920 | $73,867-82.5% | $143,757-91.0% | $68,494-81.1% |
| Participation rate | 89.8% | 66.7%+23.1pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | -0.97% | 1.01%-2.0pp | -0.04%-0.9pp | -7.84%+6.9pp |
| Employer contribution / active EE | $1,554 | $3,184-51.2% | $4,951-68.6% | $2,596-40.1% |
| Participant deferral / active EE | $788 | $3,384-76.7% | $5,637-86.0% | $4,027-80.4% |
| Admin fee / account holder | $2,892 | $5,755-49.7% | $14,673-80.3% | $5,403-46.5% |