See peer percentile detail with Solo.
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5 funds of $250K or more; 20 lines in all, holding $3.9M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $2.0M | 52.6% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $606K | 15.7% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $172K | 4.5% |
| Amcap Fund Capital Group · Mutual fund Recordkeeper's own fund | $131K | 3.4% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $130K | 3.4% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market Recordkeeper's own fund | $109K | 2.8% |
| Investment CO OF America Manager not matched · Mutual fund | $109K | 2.8% |
| The Bond Fund of America Manager not matched · Mutual fund | $103K | 2.7% |
| Income Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $89K | 2.3% |
| American Mutual Fund Manager not matched · Mutual fund | $80K | 2.1% |
See the other 10 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,607 | $109,881-30.3% | $150,045-48.9% | $84,808-9.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $625 | $3,561-82.4% | $4,693-86.7% | $2,631-76.2% |
| Participant deferral / active EE | $9,442 | $6,636+42.3% | $7,997+18.1% | $4,212+124.2% |
| Admin fee / account holder | $5,282 | $8,568-38.4% | $13,435-60.7% | $7,344-28.1% |