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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,116 |
10 funds of $250K or more; 58 lines in all, holding $8.1M of the plan's $8.1M. From the 2025 filing. Recordkeeper: OneAmerica.
See the other 48 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,874 | $96,018-74.1% | $65,493-62.0% | $85,563-70.9% |
| Participation rate | 62.9% | 74.8%-12.0pp | 73.1%-10.2pp | 66.0%-3.1pp |
| Annual return | 17.62% | 14.51%+3.1pp | 982.45%-964.8pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,359 | $3,235-58.0% | $2,574-47.2% | $2,654-48.8% |
| Participant deferral / active EE | $1,945 | $4,055-52.0% | $3,961-50.9% | $4,375-55.5% |
| Admin fee / account holder | $20 | $271-92.6% | $5,028-99.6% | $834-97.6% |