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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,419 |
21 funds of $250K or more; 18 lines in all, holding $27.2M of the plan's $27.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $15.9M | 58.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 12.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $2.4M | 8.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $889K | 3.3% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $692K | 2.5% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $566K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $547K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $496K | 1.8% |
| Victory S Established Value Fund Victory Capital · Mutual fund | $461K | 1.7% |
| Eupac Fund Capital Group · Mutual fund | $364K | 1.3% |
See the other 8 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 | $111,627 | $101,317+10.2% | $146,958-24.0% | $74,495+49.8% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.2%+5.1pp | 67.2%+20.0pp |
| Annual return | 15.31% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $10,981 | $3,810+188.2% | $4,933+122.6% | $2,623+318.6% |
| Participant deferral / active EE | $17,723 | $7,303+142.7% | $8,070+119.6% | $4,346+307.8% |
| Admin fee / account holder | $202 | $1,739-88.4% | $12,998-98.4% | $1,942-89.6% |