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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,386 |
28 funds of $250K or more; 21 lines in all, holding $90.3M of the plan's $110M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $22.5M | 24.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $12.7M | 14.1% |
| Fidelity OTC K6 Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.9M | 12.1% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $10.1M | 11.2% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $9.9M | 11.0% |
| Fidelity Low-Priced Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.9M | 5.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $4.5M | 5.0% |
| Fidelity Puritan K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.4M | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 2.2% |
| Fidelity Diversified International K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 2.1% |
See the other 11 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $629,646 | $102,317+515.4% | $146,958+328.5% | $80,856+678.7% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 21.62% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,429 | $3,713-61.5% | $4,933-71.0% | $2,755-48.1% |
| Participant deferral / active EE | $20,385 | $6,644+206.8% | $8,070+152.6% | $4,296+374.5% |
| Admin fee / account holder | $136 | $7,941-98.3% | $12,998-99.0% | $6,918-98.0% |