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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $27,554 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET LIFE Service code 28 50 GLENMAURA NATIONAL BLV · MOOSIC, PA 18507 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
13 funds of $250K or more; 25 lines in all, holding $10.6M of the plan's $10.6M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $4.6M | 43.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 10.3% |
| Columbia Dividend Inc Instl3 Ameriprise (Columbia Threadneedle) · Mutual fund | $943K | 8.9% |
| Metlife Reliance Trust MetLife · Other | $835K | 7.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $526K | 4.9% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $438K | 4.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $404K | 3.8% |
| PIMCO Rae Fundamental US Small Instl PIMCO (Allianz) · Mutual fund | $373K | 3.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $325K | 3.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $216K | 2.0% |
See the other 15 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.
Added 5 funds, dropped 7 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Retirement Blend 2040 Fund-I Class | $4.4M |
| AddedColumbia Dividend Inc Instl3 | $943K |
| DroppedFlxfocs Mod Rtrmt R1 | $918K |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,445 | $108,549-38.8% | $156,263-57.5% | $85,563-22.3% |
| Participation rate | 40.1% | 77.1%-37.0pp | 78.9%-38.8pp | 66.0%-25.8pp |
| Annual return | 14.47% | 21.79%-7.3pp | 59.47%-45.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $649 | $2,690-75.9% | $4,333-85.0% | $2,654-75.5% |
| Participant deferral / active EE | $1,844 | $4,800-61.6% | $6,158-70.1% | $4,375-57.9% |
| Admin fee / account holder | $173 | $650-73.4% | $14,255-98.8% | $834-79.2% |