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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $3,800 |
10 funds of $250K or more; 24 lines in all, holding $6.3M of the plan's $6.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.0M | 63.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $401K | 6.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $392K | 6.2% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $356K | 5.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $221K | 3.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $220K | 3.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $98K | 1.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $76K | 1.2% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $67K | 1.1% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $56K | 0.9% |
See the other 14 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,128 | $82,917-52.8% | $103,333-62.1% | $77,643-49.6% |
| Participation rate | 27.3% | 71.6%-44.3pp | 74.5%-47.2pp | 70.6%-43.3pp |
| Annual return | 24.03% | 19.13%+4.9pp | 24.88%-0.9pp | 31.24%-7.2pp |
| Employer contribution / active EE | $402 | $3,552-88.7% | $3,868-89.6% | $2,726-85.3% |
| Participant deferral / active EE | $1,725 | $4,108-58.0% | $5,057-65.9% | $4,647-62.9% |
| Admin fee / account holder | $23 | $638-96.4% | $8,355-99.7% | $430-94.6% |