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 |
|---|---|---|
BWS ADVISORS LLC5 years Service code 27 2770 ELECTRIC RD · ROANOKE, VA 24018 | Advisory (Plan) | $0 |
METRO BENEFITS, INC.3 years Service code 13 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,586 | $55,415-39.4% | $155,509-78.4% | $74,495-54.9% |
| Participation rate | 55.8% | 61.9%-6.1pp | 78.2%-22.4pp | 67.2%-11.4pp |
| Annual return | 12.08% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,493 | $2,267-34.1% | $4,672-68.0% | $2,623-43.1% |
| Participant deferral / active EE | $1,498 | $2,836-47.2% | $5,626-73.4% | $4,346-65.5% |
| Admin fee / account holder | $171 | $1,738-90.1% | $15,912-98.9% | $1,942-91.2% |