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 |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,242 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
VICTORY2 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
6 funds of $250K or more; 10 lines in all, holding $6.0M of the plan's $6.0M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.7M | 94.3% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $250K | 4.2% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $37K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $23K | 0.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 0.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $4K | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4K | <0.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund Recordkeeper's own fund | $1K | <0.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1K | <0.1% |
| Eupac Fund Capital Group · Mutual fund | $979 | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,696 | $78,485-30.3% | $106,213-48.5% | $74,495-26.6% |
| Participation rate | 43.0% | 72.8%-29.8pp | 75.3%-32.2pp | 67.2%-24.2pp |
| Annual return | 10.58% | 15.95%-5.4pp | 116.14%-105.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,168 | $4,322-26.7% | $5,016-36.8% | $4,346-27.1% |
| Admin fee / account holder | $93 | $2,232-95.8% | $11,033-99.2% | $1,942-95.2% |