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 4-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.
5 funds hold $217K of the plan's $235K. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $107K | 49.4% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $66K | 30.5% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund | $18K | 8.4% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $18K | 8.1% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund | $8K | 3.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,772 | $20,316-81.4% | $66,042-94.3% | $74,304-94.9% |
| Participation rate | 77.6% | 62.8%+14.8pp | 67.5%+10.1pp | 60.3%+17.2pp |
| Annual return | 21.48% | 28.10%-6.6pp | 52.11%-30.6pp | 29.43%-8.0pp |
| Employer contribution / active EE | $362 | $745-51.4% | $1,579-77.1% | $2,241-83.8% |
| Participant deferral / active EE | $1,273 | $1,615-21.2% | $2,835-55.1% | $3,767-66.2% |
| Admin fee / account holder | $674 | $1,668-59.6% | $5,747-88.3% | $2,969-77.3% |