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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.
1 fund of $250K or more; 14 lines in all, holding $1.0M of the plan's $1.1M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments, at fair value: Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $388K | 37.3% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $167K | 16.1% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $145K | 14.0% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $83K | 8.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $62K | 6.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $50K | 4.8% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $48K | 4.6% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $42K | 4.1% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $34K | 3.2% |
| Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $16K | 1.5% |
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.
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.