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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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $23,136 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,917 |
9 funds of $250K or more; 23 lines in all, holding $8.3M of the plan's $8.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.0M | 84.5% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $412K | 5.0% |
| Fidelity Advisor Large Cap Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $127K | 1.5% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $110K | 1.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $95K | 1.1% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $88K | 1.1% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $86K | 1.0% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $64K | 0.8% |
| BNY Mellon Midcap Value Fund BNY · Mutual fund | $51K | 0.6% |
| Stable Value Collective Trust Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $47K | 0.6% |
See the other 13 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,420 | $53,136-54.0% | $155,509-84.3% | $199,593-87.8% |
| Participation rate | 7.2% | 64.1%-56.9pp | 78.2%-71.0pp | 72.0%-64.8pp |
| Annual return | 11.13% | 41.15%-30.0pp | 64.67%-53.5pp | 34.25%-23.1pp |
| Employer contribution / active EE | $40 | $1,851-97.8% | $4,672-99.1% | $3,034-98.7% |
| Participant deferral / active EE | $212 | $3,161-93.3% | $5,626-96.2% | $5,087-95.8% |
| Admin fee / account holder | $118 | $185-36.6% | $15,912-99.3% | $269-56.2% |