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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,954 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
3 funds of $250K or more; 27 lines in all, holding $3.0M of the plan's $3.2M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street State St S&P 500 IDX IX State Street (SSgA) · Mutual fund Index | $393K | 13.2% |
| Alger Capital Appr Instit - I Manager not matched · Other | $348K | 11.7% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $265K | 8.9% |
| American Century Investments Amercent One Choice 2035 A American Century · Other | $241K | 8.1% |
| American Century Investments Amercent One Choice Retire A American Century · Other | $238K | 8.0% |
| American Century Investments Amercent One Choice 2055 A American Century · Other | $214K | 7.1% |
| American Century Investments Amercent One Choice 2050 A American Century · Other | $157K | 5.2% |
| Invesco Comstock Fund Class A Invesco · Mutual fund Possible retail class A | $142K | 4.8% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $139K | 4.6% |
| State Street State St S&P MD CP Index NL J State Street (SSgA) · Mutual fund Index | $138K | 4.6% |
See the other 17 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,348 | $45,031-52.6% | $84,966-74.9% | $77,643-72.5% |
| Participation rate | 11.4% | 48.7%-37.3pp | 67.5%-56.1pp | 70.6%-59.1pp |
| Annual return | 15.33% | 79.22%-63.9pp | 66.38%-51.1pp | 31.24%-15.9pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,279 | $2,807-54.5% | $4,519-71.7% | $4,647-72.5% |
| Admin fee / account holder | $47 | $912-94.9% | $6,149-99.2% | $430-89.2% |