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 |
|---|---|---|
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $66,466 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,274 |
17 funds of $250K or more; 15 lines in all, holding $19.0M of the plan's $19.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $9.3M | 48.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 11.5% |
| U.S. Core Equity 2 Portfolio - Institutional Class Dimensional · Mutual fund | $2.1M | 11.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.1M | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $959K | 5.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $790K | 4.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $709K | 3.7% |
| Money market mutual fund Fidelity Institutional Money Market Treasury - Class I at Fidelity (FMR) · Money market Recordkeeper's own fund | $548K | 2.9% |
| Dimensional Emerging Core Equity Market ETF Dimensional · Mutual fund | $359K | 1.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $256K | 1.3% |
See the other 5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,198 | $88,890-30.0% | $102,423-39.3% | $77,643-19.9% |
| Participation rate | 69.1% | 80.9%-11.8pp | 76.5%-7.3pp | 70.6%-1.4pp |
| Annual return | 18.17% | 24.98%-6.8pp | 29.32%-11.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,471 | $2,698-45.5% | $3,023-51.3% | $2,726-46.0% |
| Participant deferral / active EE | $5,284 | $5,145+2.7% | $5,053+4.6% | $4,647+13.7% |
| Admin fee / account holder | $325 | $235+38.0% | $9,451-96.6% | $430-24.5% |