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.
9 funds of $250K or more; 19 lines in all, holding $11.1M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable value | $4.1M | 36.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 12.8% |
| Franklin Gold & Precious Metals Fund Advisor Class Franklin Templeton · Mutual fund | $1.1M | 10.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $966K | 8.7% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $723K | 6.5% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $596K | 5.4% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $541K | 4.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $526K | 4.7% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $308K | 2.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $201K | 1.8% |
See the other 9 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.
Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $1.2M to $1.4M |
| Share class changeVanguard Short-Term Bond Index Fund Investor Shares to Vanguard Short-Term Bond Index Fund Admiral Shares | $734K to $723K |
| Share class changeVanguard Primecap Fund Investor Shares to Vanguard Primecap Fund Admiral Shares | $411K to $596K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,550 | $65,561+22.9% | $91,541-12.0% | $74,304+8.4% |
| Participation rate | 67.6% | 56.6%+11.1pp | 69.8%-2.1pp | 60.3%+7.3pp |
| Annual return | 15.04% | 17.68%-2.6pp | 20.50%-5.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $514 | $1,717-70.1% | $2,505-79.5% | $2,241-77.1% |
| Participant deferral / active EE | $2,707 | $2,918-7.2% | $4,008-32.5% | $3,767-28.1% |
| Admin fee / account holder | $88 | $3,333-97.3% | $6,956-98.7% | $2,969-97.0% |