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.
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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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,946 |
10 funds of $250K or more; 18 lines in all, holding $11.4M of the plan's $11.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.9M | 77.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 10.0% |
| Lord Abbett Total Return Fund Class R6 Lord Abbett · Mutual fund | $319K | 2.8% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $209K | 1.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $167K | 1.5% |
| THE Hartford Midcap Fund Class R6 Hartford Funds · Mutual fund | $167K | 1.5% |
| Current Money Market: Fidelity Fidelity (FMR) · Money market Recordkeeper's own fund | $121K | 1.1% |
| SmallCap S&P 600 Index Fund Institutional Class Principal · Mutual fund | $98K | 0.9% |
| International Growth and Income Fund (R6) Capital Group · Mutual fund | $71K | 0.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $70K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,182 | $88,890-6.4% | $102,423-18.8% | $77,643+7.1% |
| Participation rate | 46.6% | 80.9%-34.3pp | 76.5%-29.8pp | 70.6%-23.9pp |
| Annual return | 11.80% | 24.98%-13.2pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,465 | $2,698-45.7% | $3,023-51.5% | $2,726-46.2% |
| Participant deferral / active EE | $2,941 | $5,145-42.8% | $5,053-41.8% | $4,647-36.7% |
| Admin fee / account holder | $435 | $235+84.6% | $9,451-95.4% | $430+1.0% |