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 |
|---|---|---|
JOHNSON BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $28,943 |
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 | $37,216 | $49,915-25.4% | $154,803-76.0% | $74,304-49.9% |
| Participation rate | 62.8% | 54.0%+8.9pp | 78.1%-15.2pp | 60.3%+2.5pp |
| Annual return | 18.72% | 34.06%-15.3pp | 58.88%-40.2pp | 29.43%-10.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,870 | $2,255+27.3% | $5,540-48.2% | $3,767-23.8% |
| Admin fee / account holder | $228 | $2,189-89.6% | $14,329-98.4% | $2,969-92.3% |