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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,063 | $61,156+78.3% | $185,823-41.3% | $79,386+37.4% |
| Participation rate | 34.9% | 66.6%-31.8pp | 81.7%-46.8pp | 70.7%-35.8pp |
| Annual return | 14.77% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $745 | $2,321-67.9% | $5,167-85.6% | $2,427-69.3% |
| Participant deferral / active EE | $1,747 | $2,789-37.4% | $5,568-68.6% | $4,046-56.8% |
| Admin fee / account holder | $27 | $710-96.2% | $16,237-99.8% | $626-95.7% |