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 |
|---|---|---|
TAWNEY, PLLC6 years Service code 10 · EIN 46-4585449 | Accounting | $9,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
10 funds of $250K or more; 14 lines in all, holding $11.6M of the plan's $11.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.3M | 71.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 9.1% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $759K | 6.6% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $549K | 4.8% |
| Invesco Diversified Dividend Fund Class R5 Invesco · Mutual fund | $283K | 2.4% |
| Fidelity Large Cap Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $228K | 2.0% |
| Fidelity Real Estate Investment Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $129K | 1.1% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $81K | 0.7% |
| Carillon Scout Mid Cap I Raymond James · Other | $57K | 0.5% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $33K | 0.3% |
See the other 4 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,268 | $55,416-21.9% | $75,972-43.0% | $77,643-44.3% |
| Participation rate | 87.5% | 63.6%+23.9pp | 69.1%+18.4pp | 70.6%+16.9pp |
| Annual return | 13.06% | 17.07%-4.0pp | 359.55%-346.5pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,592 | $1,788-10.9% | $2,685-40.7% | $2,726-41.6% |
| Participant deferral / active EE | $3,554 | $3,447+3.1% | $4,255-16.5% | $4,647-23.5% |
| Admin fee / account holder | $44 | $414-89.4% | $6,467-99.3% | $430-89.8% |